Fund Selector Video
Equities are still the place to be right now, says Leif Hasager – Part 1 of 2
The MSCI World has recently hit a record high. For Leif Hasager, CIO of the Danish wealth manager Formuepleje, this hasn’t been a sign to take profits. In this video interview, he explains why.
Future-proofing a multi-asset portfolio: Thomas Romig – part 1 of 2
In this video interview, Assenagon’s Thomas Romig explains how he has been adding many different flavours to his multi-asset funds over the years.
Expensive US or cheap European stocks? Not an easy choice
European equities are hugely undervalued, says Jan Vergote, head of investment strategy at Belfius Bank. But he still finds ‘expensive’ US equities more attractive on the short term. In this video interview, he reveals why.
Absolute return: a temporary refuge for Jaap Bouma – part 1 of 2
In this video interview, Jaap Bouma of Dutch wealth manager Optimix explains why he has finally decided to replace part of his fixed income portfolio with liquid alternatives. But he also admits he is ready to ditch this allocation again.
How the foreign fund market profited from the Greek crisis – Michalis Fessas explains – part 1 of 2
While the Greek economy contracted massively in 2015, the foreign fund market in the country tripled in size. In this interview, Eurobank’s head of fund selection Michalis Fessas, explains why this happened and discusses its implications for investors.
Fund manager video: Rajesh Shant – global equities at Newton, a BNY Mellon company
In this video, Rajesh Shant, global equities portfolio manager at Newton, talks to us about two of Newton’s current investment themes – namely, ‘abundance’ and ‘mind the gap’.
Sponsored by BNY Mellon
Published: 17 Mar 16
Replacing fixed income with equity market-neutral – a dangerous idea
Some investors replace part of their fixed income holdings with market-neutral equity. Though these funds are supposedly uncorrelated to the equity market, it’s better to choose a diversified approach, argues Rui Machado, alternative investments director at IM gestao de ativos in Lisbon.